Avestar Capital’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avestar Capital’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-276	Closed	-$13K	–	505
2019 Q2	$13K	Hold	276	–	–	0.01%	460
2019 Q1	$13K	Hold	276	–	–	0.01%	437
2018 Q4	$13K	Hold	276	–	–	0.01%	401
2018 Q3	$12K	Hold	276	–	–	0.01%	440
2018 Q2	$13K	Hold	276	–	–	0.01%	425
2018 Q1	$12K	Hold	276	–	–	0.01%	401
2017 Q4	$13K	Buy	+276	New	+$13.3K	0.01%	405

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Avestar Capital's ITM Position: Q3 2019 in Review

Avestar Capital sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2019, closing a stake of 276 shares — an estimated $13K sold.

Avestar Capital first reported a position in ITM in Q4 2017 and held it in 7 quarters. The position peaked at $13K in Q2 2019. 144 funds tracked by Wall St. Rank hold ITM as of Q3 2019.

Avestar Capital reported no remaining VanEck Intermediate Muni ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 276 VanEck Intermediate Muni ETF shares in Q3 2019, an estimated $13K.
Avestar Capital first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's VanEck Intermediate Muni ETF position peaked at $13K in Q2 2019.
144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.